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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,287 | $168,635-55.9% | $147,617-49.7% | $125,389-40.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.55% | 77.65%-81.2pp | 61.98%-65.5pp | 282.24%-285.8pp |
| Employer contribution / active EE | $11,884 | $6,252+90.1% | $5,564+113.6% | $4,866+144.2% |
| Participant deferral / active EE | $6,076 | $5,507+10.3% | $4,895+24.1% | $5,352+13.5% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |